Kathleen Laseter has been an investment adviser representative at Blueprint Wealth Management since May 2014, and is not listed among the firm’s executive officers or direct owners.
Blueprint Wealth Management, LLC is a The Villages, FL firm with $146M under management, 1,282 clients and 5 advisers across 4 offices, as of its August 2026 filing.
Kathleen Laseter’s longest registration is the current one, 12 years at Blueprint Wealth Management since 2014.
- Capital Asset Advisory Services, LLC– · 1 yearThe Villages, FL · Adviser representative · Firm CRD 110929
- Parady Wealth ManagementCurrent– present · 12 yearsThe Villages, FL · Adviser representative · Firm CRD 169997
Investment adviser representative registrations
Kathleen Laseter is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2014; the most recent is Texas, in May 2019.
- FloridaSince 2 May 2014
- TexasResidentSince 6 May 2019
Examinations
No examinations are on Kathleen Laseter’s record.
- Full name
- Kathleen Anne Laseter
- CRD
- 6278035
- Firm
- Blueprint Wealth Management · CRD 169997
- Office
- 3602 KIESSEL ROAD, The Villages, FL 32163-2910
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathleen Laseter work?
Kathleen Laseter is an investment adviser representative registered through Blueprint Wealth Management, LLC since May 2014, and is not listed among the firm’s executive officers or direct owners.
Is Kathleen Laseter a financial advisor?
Yes. Kathleen Laseter has a current investment-adviser registration in Florida and Texas, through Blueprint Wealth Management since May 2014.
How many years of experience does Kathleen Laseter have?
Kathleen Laseter has 12 years in the financial industry, since May 2014, across 2 adviser firms.
Where is Kathleen Laseter based?
Kathleen Laseter’s registered office is in The Villages, FL.
Is Kathleen Laseter registered with FINRA?
No. Kathleen Laseter has no current broker registration.
How can I verify Kathleen Laseter’s record?
Search CRD 6278035 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathleen Laseter’s full registration record.